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Personal Wealth Management
Personal Wealth Management
Going beyond the traditional wealth management experience
Spanning more than three decades, our team has guided business owners and professionals towards complete financial clarity. Our unique actionable insights stem from an obsessive attention to detail and a deep understanding of impactful financial strategies, enhanced by unique tax minimization structures.
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We provide clarity you can count on
Make smart financial decisions with confidence by leveraging human expertise and judgment infused with cutting-edge technology, dramatically improving the wealth management experience.
What is the true value of my business?
How do I minimize taxes while operating my business and after a merger or sale?
When is the optimal time to exit my business interests for maximum returns?
What unique solutions can shield me from market volatility and provide significant downside protection?
How can I take care of key employees and retain top talent?
Transformative Wealth Management
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Business Planning
We help entrepreneurs accurately assess company value, enhance operational efficiency, develop an exit plan, and maximize value through a smooth transition.
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Tax Minimization
We specialize in crafting tailored tax minimization strategies and tax-efficient income streams, ensuring your business maximizes savings while staying compliant with regulations.
Employee Retention
Employee retention is a critical factor in a business’s success, by tailoring unique benefits, creating growth opportunities, and optimizing compensation structures, we’ll help you retain key employees.
Custom Portfolio
We meticulously design investment portfolios tailored to our client’s financial goals, risk tolerance, and preferences — strategically aligned to optimize returns while managing risk.
Fiduciary Consulting
Ensuring responsible and transparent financial management. We specialize in guiding clients with their best interests in mind, from investment oversight to prudent planning.
Transformative Wealth Management
Business Planning
We help entrepreneurs accurately assess company value, enhance operational efficiency, develop an exit plan, and maximize value through a smooth transition.
Tax Minimization
We specialize in crafting tailored tax minimization strategies and tax-efficient income streams, ensuring your business maximizes savings while staying compliant with regulations.
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Custom Portfolio
We meticulously design investment portfolios tailored to our client’s financial goals, risk tolerance, and preferences — strategically aligned to optimize returns while managing risk.
Employee Retention
Employee retention is a critical factor in a business’s success, by tailoring unique benefits, creating growth opportunities, and optimizing compensation structures, we’ll help you retain key employees.
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A team of trusted advisors: Committed to excellence and integrity
WHAT YOU GET:
TRANSPARENT PRICING
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Customized Financial Plan
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Fiduciary Financial Advisor
WE WILL NEVER:
Charge Hidden Fees
Recommend Cookie-Cutter Strategies
Hide Conflicts of Interest
Our Principles
VALUE-ORIENTED
Our approach focuses on delivering maximum value to our clients through personalized solutions that align with their aspirations, unique circumstances, and financial goals.
INFORMED
Being informed means being prepared. We equip ourselves with the knowledge and insights needed to navigate complex financial landscapes, allowing us to guide our clients towards informed decisions and long-term success.
DISCIPLINED
We take a disciplined approach to personal wealth management, carefully considering “what if” scenarios and preparing strategies to address each one, ensuring resilience in the face of changing circumstances.
ACCOUNTABLE
Accountability is paramount. As fiduciaries, we pride ourselves on transparent communication and unbiased advice serves our clients’ best interests.
EMPOWERED
We empower our clients by providing education and guidance, enabling them to make informed financial decisions with confidence.
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We provide clarity you can count on
Make smart financial decisions with confidence by leveraging human expertise and judgment infused with cutting-edge technology, dramatically improving the wealth management experience.
What is the true value of my business?
How do I minimize taxes while operating my business and after a merger or sale?
When is the optimal time to exit my business interests for maximum returns?
What unique solutions can shield me from market volatility and provide significant downside protection?
How can I take care of key employees and retain top talent?
Case Studies
OUR FEES
Our Fees vs. Industry Averages
We believe in transparent, fair pricing. Below is our advisory fee schedule compared with published industry averages for wealth management fees, as reported by SmartAsset (2024) and Kitces Research (2024).
Assets Under Management
Typical Industry Fee
Our Fee
$0 – $1,000,000
~1.25% – 1.50%
1.00%
$1,000,000 – $2,500,000
~1.00%
0.80%
$2,500,000 – $5,000,000
~0.75% – 1.00%
0.60%
$5,000,000 – $25,000,000
~0.50% – 0.75%
0.50%
$25,000,000 – $50,000,000
~0.25% – 0.50%
0.35%
Over $50,000,000
Often flat or negotiable
0.10%
Sources: SmartAsset 2024; Kitces Research 2024; NerdWallet 2024. Fees shown are typical ranges reported in industry surveys. Individual advisor fees vary. Our full advisory fee schedule is disclosed in our Form ADV Part 2A, available upon request.
Our Team
Robert Davenport
Principal, Wealth Advisor
Rob leads his Las Vegas-based team and oversees the strategy and execution of their clients’ financial plans and portfolios. He brings together fiduciary solutions to complex problems, carefully implements them, and diligently monitors the strategy – enabling his clients to achieve their goals and attain peace of mind.
With nearly 30 years of experience in financial planning for high-net-worth clients and their companies, Rob previously served as the Nevada Head of Office for Goldman Sachs Personal Financial Management.
Born and raised in Las Vegas, Rob is a sports enthusiast who enjoys traveling and spending time with his young family.
Todd Kitzens
Associate Vice President, Wealth Advisor
Todd brings a relationship-first mindset to wealth advising, helping clients navigate their financial lives with clarity, purpose, and personalized strategy. He combines deep listening with thoughtful planning to support individuals and families in making financial decisions that align with their goals and values.
Before transitioning to financial advising, Todd spent nearly a decade in the Automotive and Powersports industries, where he built a foundation in brand strategy, storytelling, and client engagement. He earned his degree from the University of Arizona’s Eller College of Management and made the shift to wealth management to pursue more meaningful, lasting impact through one-on-one relationships.
Originally from Newport Beach, California, Todd now lives in Dallas, Texas. Outside of work, he enjoys time on the lake, playing golf, and making the most of the outdoors with friends and family.
Todd Kitzens
Associate Vice President, Wealth Advisor
Todd brings a relationship-first mindset to wealth advising, helping clients navigate their financial lives with clarity, purpose, and personalized strategy. He combines deep listening with thoughtful planning to support individuals and families in making financial decisions that align with their goals and values.
Before transitioning to financial advising, Todd spent nearly a decade in the Automotive and Powersports industries, where he built a foundation in brand strategy, storytelling, and client engagement. He earned his degree from the University of Arizona’s Eller College of Management and made the shift to wealth management to pursue more meaningful, lasting impact through one-on-one relationships.
Originally from Newport Beach, California, Todd now lives in Dallas, Texas. Outside of work, he enjoys time on the lake, playing golf, and making the most of the outdoors with friends and family.
Matthew Jobe
Client Experience Associate
Matt brings over three years of experience in client service to Farther, with a deep understanding of brokerage accounts and the securities industry. He was previously a Specialist on the Private Client Services Team at TD Ameritrade.
Matt passed the Securities Industry Essentials® exam and also holds Series 7, Series 63, and Series 9 licenses.
Matt and his partner are based in Denton, Texas, with their two cats, Indiana and Zagreus. He enjoys watching basketball and playing card games with friends.
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Guiding Principles
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Go Farther
*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.
A sophisticated wealth platform that makes your life simpler
Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.
- See your wealth in actionGet a holistic view of your finances, all in one place.
- Effortless to controlA simple dashboard allows you to make changes to your portfolio directly.
- Save time and hassleGet the answers you’re looking for at the click of a button.
The security of your assets is our top priority
Investments insured by SIPC up to $500K for each account
Your data is encrypted when stored and on the move- Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity
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